Best Workflow Management Software in Mexico

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

PMG is a low code software platform that allows users configure automation solutions and business apps to drive digital transformation initiatives. PMG's low code platform allows you to automate business processes, integrate existing systems, and provide a unified user experience. Both IT and business personnel are empowered to create, deploy, maintain, and monitor solutions that meet their specific needs. These features are part of the PMG platform: * Application Portal * Dashboards * Formulas * Workflows * Integrations * Reporting

Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

In today’s digital landscape, collaboration is essential, and stronger collaboration drives better outcomes. Setting up an effective workflow requires a straightforward way to manage processes and accelerate iteration without limitations. Miro’s workflow template simplifies this, making it a go-to for project managers, designers, and marketers looking to align processes and boost efficiency in project execution.

Interfacing's Digital Twin Organization software offers transparency and governance to improve quality, efficiency, and ensure regulatory compliance. A single platform allows you to map, analyze, and automate your processes, manage regulatory compliance, and assess risks. Interfacing's digital twin solution (Enterprise Process Center-EPC) is an enterprise management platform that allows companies to digitally transform their processes. It helps them streamline operations, improve productivity, and make things more efficient. Interfacing's digital platform - Rapid Application Development Tools (RAD) Tools, with its Low Code Development methodology, will optimize your technical resources and maximize transparency to allow for continuous improvement. Discover how our Low-Code Rapid Application Development module gives you all the tools needed to create and deploy custom, scalable, secure, mobile-ready applications in days vs. months!

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

Empower End-Users With Automation Automation is the power that runs through service and support solutions. You can apply automation across data, workflows, applications, and systems. From closing tickets faster to reducing escalations and hand-offs to creating process workflows for better cross-team collaboration automation enhances your support. Automation drives efficiency, improves performance, and reduces costs for any type of service. Looking to improve HR onboarding or tuition reimbursement? Looking to build a better service catalog for employees to purchase from? These are just a few ways you can improve your enterprise-wide services with automation. Serviceaide has a portfolio of service solutions.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

We provide organisations with a digital workplace they can call home. Claromentis has expanded the capabilities of the traditional intranet. It allows people to access information, communicate with and collaborate with coworkers, streamline business processes and learn new skills. Our digital workplace software connects teams to each other and their work, regardless of where they are located. Our software connects all the tools your team needs to do their job effectively, regardless of whether they are located in an office or completely remote. We are trusted by top brands around the world, including household names such as Virgin Care, Legal & General and Crabtree & Evalyn; non-profits like SeriousFun Children's Network and innovative tech companies such as Boost.ai.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

ActiveBatch by Redwood is a centralized workload automation platform, that seamlessly connects and automates processes across critical systems like Informatica, SAP, Oracle, Microsoft and more. Use ActiveBatch's low-code Super REST API adapter, intuitive drag-and-drop workflow designer, over 100 pre-built job steps and connectors, available for on-premises, cloud or hybrid environments. Effortlessly manage your processes and maintain visibility with real-time monitoring and customizable alerts via emails or SMS to ensure SLAs are achieved. Experience unparalleled scalability with Managed Smart Queues, optimizing resources for high-volume workloads and reducing end-to-end process times. ActiveBatch holds ISO 27001 and SOC 2, Type II certifications, encrypted connections, and undergoes regular third-party tests. Benefit from continuous updates and unwavering support from our dedicated Customer Success team, providing 24x7 assistance and on-demand training to ensure your success.

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Innoslate provides a powerful Workflow Management solution that enables organizations to design, track, and enhance workflows, driving operational efficiency and productivity. With its user-friendly interface and advanced features, Innoslate helps you visualize processes, automate tasks, and foster collaboration—all within a single integrated platform. User-Friendly Workflow Design: Leverage drag-and-drop tools to build and adjust workflows, ensuring they align with your organizational goals. Task Automation: Automate repetitive tasks to minimize manual work, boosting efficiency and allowing your team to focus on more valuable activities. Real-Time Tracking: Monitor workflow progress, identify obstacles, and resolve delays with real-time visibility into performance. Simulation and Testing: Use built-in simulation tools to assess workflows, detect potential issues, and optimize processes prior to implementation. Integrated Collaboration: Facilitate seamless communication

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Adaptive Compliance Engine® (ACE®) is a highly configurable, workflow based eQMS/eDMS and more that can adapt to any business process, allowing for real-time tracking, management, and reporting of all compliance, quality, and operational activities. With ACE®, you will minimize the administrative hassles and maximize ROI with productivity gains from day one – all while 21 CFR Part 11 compliant. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

MaintainX is a mobile-first work order and procedure platform that allows teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Maintenance Work Orders -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Preventative Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help operational leaders become more efficient by delivering real-time business insights from the field.